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Best financial advisors in Paton, IA

Registered advisers within 25 miles of Paton, IA.

Offices
31
Firms
15
Combined AUM
$3.64T
Firm-wide filings, not assets booked only here
Clients
505K
504,551 clients when Item 5C has a number
Avg / client
$7.22M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
RUSSELL WEALTH ADVISORS
FIRST HEARTLAND CONSULTANTS, INC.
VISIONX WEALTH PARTNERS
SPC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

JULIANA GOWAN DUKES
TIMOTHY JAMES HEISTERKAMP
Jackson E Morton
Robert Dean Dozier
KEITH WILLIAM BERG
ADAM THOMPSON GOOD
SAMANTHA LYNN STEPHENS
Shawn Brian Shindelar
Kevin Hanson
Samuel James Byriel
Shellie Grabau
ADAM D RUSSELL
ANDREW D RUSSELL
GARY DEAN RUSSELL
Alyson Brianne Price
Perry Alan Overton
TROY LEE THOMPSON
TANNER EUGENE UTLEY
Gabriel Lee Pettit
MARK BRIAN CHINGREN
CAROL JEAN BREESER
BRETT STONE UNDERBERG
TRACY ANN CRIMMINS
Brennan Fehr
Ryan Campbell Kent
BROCK James NORTON
Cole Kenneth Jaeschke
LETITIA MARIE ANDERSON
DOUGLAS JAMES MARINE
JOHN JOSEPH NIELSEN
Natalie Renee Mandernach
NICHOLAS DEAN HAMMITT
CIERRA MARIE WALDING
Michael James Vought

Within 25 miles of Paton, IA, Best Investors lists 15 registered investment advisory firms with 31 offices nearby, managing about $3.64T in combined regulatory AUM across 504,551 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Paton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM